Thomas, Edwards Group
10396 FP&A and Data Analytics Associate - HYBRID
The FP&A and Data Analytics Associate will support financial planning, M&A analytics, and the build out of our data infrastructure across our specialty healthcare businesses. You'll split time between core FP&A and data functions and supporting our M&A pipeline with data analysis and target evaluation.
Job Description
FP&A (60%)
• Support Controller with monthly financial reporting, variance analysis, and forecasting
• Build and maintain financial models and ad hoc analysis for business unit performance, payor contracting, and procurement
• Deploy and optimize NetSuite budgeting and planning tools
• Partner with operations on P&L analysis and margin improvement initiatives
• Support quarterly board reporting and annual budgeting process
M&A & Analytics Support (40% maximum, flexing with M&A pipeline activity)
• Support financial due diligence and quality of earnings / financial due diligence / ad hoc analysis on acquisition targets
• Build financial models for deal evaluation
• Support integration planning for the finance and accounting functions
• Support post-acquisition integration and synergy tracking
• Develop dashboards and analytics to monitor post-close performance
Infrastructure Development
• Support IT and data analytics teams building BI dashboards and reporting infrastructure (Tableau)
• Design KPI frameworks for specialty pharmacy and infusion operations
• Automate reporting processes and improve data quality
• Partner with IT on system integration and data architecture
Experience
Required
• 3-5 years in healthcare services FP&A, or transaction advisory/QoE with healthcare exposure
• Proficiency with NetSuite or similar ERP/budgeting platforms
• Advanced Excel and financial modeling skills
• Experience with data visualization tools (Tableau, Power BI, etc.)
Preferred
• Understanding of healthcare services economics (reimbursement, payor mix, unit economics)
• Specialty pharmacy or infusion services experience
• Transaction advisory or valuation background
• SQL or other database query experience
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